- Advanced Diploma Financial Services (Financial Planning)
- Certificate IV Mortgage Broking
- Bachelor of Business (Marketing)
- Financial Planning Association (FPA)
- Association of Financial Advisers (AFA)
- Finance Brokers Association of Australia Limited (FBAA)
At age 23 Mark purchased his first investment property, and later his attention turned to investing in shares. Through further investment Mark managed to create personal wealth of $1 million over the next 13 years, and this enabled him to see many of his own personal dreams come true.
Now Mark helps clients achieve similar results via the “Million Dollar Method” (M$M) program – eight different strategies combined to create at least $1 million of extra wealth over 10-15 years.
Mark recognises financial planning is more than just investments, and he loves the ability to combine finance, numbers and problem solving with a strong desire to help people improve their overall quality of life – to get inside their heads, find out what’s important to them, and help them achieve it.
After completing a Bachelor of Business in Marketing, and working in marketing roles for the better part of a decade, Mark made the switch to financial services in 2004. In 2007 he joined Hillross Doncaster (established 1987). As the Practice Principal, Mark’s speciality is working with those who wish to build at least a $1 million asset base, as well as those approaching retirement whose focus typically turns toward protecting their wealth and generating enough income to pay for life during retirement. Exclusive to Hillross Doncaster is the unique investment program, “Capital Safety Service”, which seeks to protect investments during significant share market falls. Many of Hillross Doncaster’s clients say they can’t imagine investing without it!
Mark welcomes new business enquiries – there is no charge for the first appointment and there’s certainly no hard-sell or obligation to continue. The objective is to get to know each other and see if there’s an opportunity to add value to your financial situation.
Mark's ideas of Financial Freedom
My idea of financial freedom is having the flexibility to do what I want, when I want. It includes enjoying time with family, regular holidays and new experiences.